|
26
|
EP Wealth Advisors
Torrance,
California
|
$15.8M
|
+$15.8M
|
+746,146
|
New
|
|
|
27
|
Lido Advisors
Los Angeles,
California
|
$15.1M
|
+$255K
|
+12,013
|
+2%
|
|
|
28
|
Arrow Financial
Glens Falls,
New York
|
$14.9M
|
+$595K
|
+28,076
|
+4%
|
|
|
29
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$13.8M
|
+$214K
|
+10,086
|
+2%
|
|
|
30
|
Rockefeller Capital Management
New York
|
$13.1M
|
+$32.5K
|
+1,535
|
+0.2%
|
|
|
31
|
Envision Financial Planning
Memphis,
Tennessee
|
$12.9M
|
-$4.97M
|
-234,446
|
-28%
|
|
|
32
|
Mariner
Overland Park,
Kansas
|
$12.8M
|
+$11M
|
+517,680
|
+587%
|
|
|
33
|
PFG Private Wealth Management
Lutz,
Florida
|
$12.7M
|
+$12.7M
|
+599,772
|
New
|
|
|
34
|
LPL Financial
San Diego,
California
|
$12.7M
|
+$1.89M
|
+89,278
|
+18%
|
|
|
35
|
Ironwood Financial
Tucson,
Arizona
|
$11.5M
|
+$1.1M
|
+51,798
|
+10%
|
|
|
36
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$10.2M
|
-$1.39M
|
-65,361
|
-12%
|
|
|
37
|
Probity Advisors
Dallas,
Texas
|
$10.1M
|
+$1.08M
|
+50,742
|
+12%
|
|
|
38
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.44M
|
+$606K
|
+28,605
|
+7%
|
|
|
39
|
Parkway Wealth Management
Plano,
Texas
|
$9.26M
|
+$9.28M
|
+437,705
|
New
|
|
|
40
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$9.03M
|
+$300K
|
+14,163
|
+3%
|
|
|
41
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$8.62M
|
+$1.38M
|
+64,907
|
+19%
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$8.55M
|
+$8.34M
|
+393,606
|
+3,649%
|
|
|
43
|
Howland Capital Management
Boston,
Massachusetts
|
$8.53M
|
+$1.84M
|
+87,036
|
+28%
|
|
|
44
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$8.19M
|
+$2.12M
|
+100,078
|
+35%
|
|
|
45
|
Snowden Capital Advisors
New York
|
$7.79M
|
+$189K
|
+8,937
|
+2%
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.03M
|
+$1.8M
|
+84,704
|
+34%
|
|
|
47
|
Lyell Wealth Management
Menlo Park,
California
|
$7.03M
|
+$979K
|
+46,181
|
+16%
|
|
|
48
|
Moseley Investment Management
Bradenton,
Florida
|
$7.01M
|
+$258K
|
+12,155
|
+4%
|
|
|
49
|
Kestra Advisory Services
Austin,
Texas
|
$6.82M
|
+$1.38M
|
+65,315
|
+25%
|
|
|
50
|
First National Trust
Hermitage,
Pennsylvania
|
$6.81M
|
+$1.69M
|
+79,525
|
+33%
|
|
